DI
Disciplined Investments’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865K | Buy |
3,027
+1
| +0% | +$286 | 0.37% | 57 |
|
|
2025
Q1 | $773K | Sell |
3,026
-353
| -10% | -$90.2K | 0.36% | 62 |
|
|
2024
Q4 | $973K | Sell |
3,379
-31
| -0.9% | -$8.92K | 0.48% | 55 |
|
|
2024
Q3 | $968K | Buy |
3,410
+73
| +2% | +$20.7K | 0.48% | 53 |
|
|
2024
Q2 | $876K | Buy |
3,337
+88
| +3% | +$23.1K | 0.47% | 56 |
|
|
2024
Q1 | $880K | Buy |
3,249
+120
| +4% | +$32.5K | 0.48% | 54 |
|
|
2023
Q4 | $789K | Buy |
3,129
+588
| +23% | +$148K | 0.46% | 61 |
|
|
2023
Q3 | $569K | Sell |
2,541
-192
| -7% | -$43K | 0.35% | 69 |
|
|
2023
Q2 | $663K | Sell |
2,733
-2,605
| -49% | -$632K | 0.35% | 63 |
|
|
2023
Q1 | $1.21M | Buy |
5,338
+70
| +1% | +$15.9K | 0.51% | 57 |
|
|
2022
Q4 | $1.13M | Buy |
5,268
+34
| +0.6% | +$7.29K | 0.55% | 51 |
|
|
2022
Q3 | $1.08M | Buy |
5,234
+378
| +8% | +$78.1K | 0.5% | 52 |
|
|
2022
Q2 | $1M | Buy |
4,856
+180
| +4% | +$37.1K | 0.45% | 56 |
|
|
2022
Q1 | $1.2M | Sell |
4,676
-726
| -13% | -$186K | 0.49% | 53 |
|
|
2021
Q4 | $1.58M | Buy |
5,402
+59
| +1% | +$17.3K | 0.7% | 41 |
|
|
2021
Q3 | $1.57M | Buy |
5,343
+222
| +4% | +$65.2K | 0.76% | 40 |
|
|
2021
Q2 | $1.6M | Buy |
5,121
+584
| +13% | +$182K | 0.82% | 38 |
|
|
2021
Q1 | $1.36M | Sell |
4,537
-1,754
| -28% | -$527K | 0.8% | 37 |
|
|
2020
Q4 | $1.8M | Sell |
6,291
-100
| -2% | -$28.7K | 1.21% | 26 |
|
|
2020
Q3 | $1.42M | Hold |
6,391
| – | – | 1.04% | 28 |
|
|
2020
Q2 | $1.32M | Buy |
6,391
+68
| +1% | +$14.1K | 1.03% | 29 |
|
|
2020
Q1 | $1M | Buy |
6,323
+2,703
| +75% | +$427K | 0.95% | 30 |
|
|
2019
Q4 | $775K | Buy |
+3,620
| New | +$775K | 0.65% | 41 |
|